Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/BusinessCalendar.htm

## Business Calendar

Brand Managers and end users can access the centralized Business Calendar to visualize and track sales cycles, campaigns, account plans, and company or industry events. This horizontal timeline view provides a read-only visualization of multiple event types in a single interface to help identify the best timeframes for new campaigns. Business administrators can create a company calendar, facilitating communication of company-defined holidays, industry-level events, and company-specific events.

**Who can use this feature?**

* Business Admin Users - Browser
* [Creating a Company Calendar](#Creating_a_Company_Calendar_as)
* [Creating Company Calendar Events](#Creating_Company_Calendar_Events_Sub)
* Brand Managers, End Users - Browser
* [Viewing the Business Calendar](#Viewing_the_Business_Calendar_as)
* Users do not require an additional license

### Configuring Business Calendar for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature, grant users access to the Business Calendar tab, then configure one or more of the event types to display them on the calendar.

The Business Calendar is blank if no event types are configured.

To configure the Business Calendar tab:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to the **Tabs** tab.
4. Grant View access to the **business\_calendar\_tab\_\_v** tab.
5. Navigate to the **Pages** tab.
6. Grant View access to the **business\_calendar\_page\_\_v** page.

### Configuring Business Calendar Events for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

Configure one or more business calendar event types to display them on the calendar:

* [Account Plans](#BAAccountPlans)
* [Multichannel Cycle Plans](#BAMultichannel)
* [Campaigns](#BACampaigns)
* Vault CRM Campaigns
* Campaign Manager Campaigns
* [Company Calendar Events](#BACompanyCalendar)

Account Plans

To display Account Plans on the Business Calendar:

1. Ensure [Configuring Account Plans](../../AccountPlanning/Config/ConfiguringAccountPlans.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Edit access to the following fields on the **account\_plan\_\_v** object.
   * modified\_date\_\_v
   * progress\_\_v

For information on creating Account Plan, see [Account Plans Overview](../../AccountPlanning/ManageAcctPlans/Account_Plans.htm).

Multichannel Cycle Plans

To display Multichannel Cycle Plans in the Business Calendar, ensure [Configuring Multichannel Cycle Plans](../../CyclePlans/MCCP/ConfigMCCP.htm) is complete. For information on creating Multichannel Cycle Plans, see [Creating Multichannel Cycle Plans](../../CyclePlans/MCCP/Creating/CreateMCCP.htm)

Campaigns

Campaigns come from two sources: Vault CRM Campaigns and Campaign Manager (Suite) Campaigns. Both display on the Business Calendar and use the same product color logic, but they require different object types and fields.

To display Vault CRM Campaigns on the Business Calendar:

1. Ensure configuring [Vault CRM Campaigns](../../Accounts/UsingAccounts/Veeva_CRM_Campaigns.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | campaign\_\_v | CRED | * base\_\_v * core\_crm\_campaign\_\_v | * name\_\_v * campaign\_status\_\_v * detail\_group\_\_v * end\_date\_\_v * product\_\_v * modified\_date\_\_v * start\_date\_\_v | Edit |
   | product\_\_v | CRED | N/A | brand\_color\_code\_\_v | Edit |
6. Populate the **brand\_color\_code\_\_v** field with a hex color code for all appropriate product\_\_v records. This field is optional and defines the color of campaigns for the product in the Business Calendar.

   The # character must be included in the entered hex color code.

For information on creating Vault CRM Campaigns, see [Vault CRM Campaigns](../../Accounts/UsingAccounts/Veeva_CRM_Campaigns.htm).

To display Campaign Manager Campaigns on the Business Calendar:

1. Ensure [Configuring Campaign Manager](../../CampaignManager/Config/ConfigCM.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | campaign\_\_v | CRED | suite\_campaign\_\_v | * name\_\_v * campaign\_status\_\_v * description\_\_v * end\_datetime\_\_v * modified\_date\_\_v * scheduled\_activation\_datetime\_\_v * vcountry\_\_v | Edit |
   | product\_\_v | CRED | N/A | brand\_color\_code\_\_v | Edit |
6. Populate the **brand\_color\_code\_\_v** field with a hex color code for all appropriate product\_\_v records. This field is optional and defines the color of campaigns for the product in the Business Calendar.

   The # character must be included in the entered hex color code.

For information on creating Campaign Manager Campaigns, see [Creating Campaigns in Campaign Manager](../../CampaignManager/Creating/CreatingCampaigns.htm).

Suite Campaigns are validated based on the Scheduled Activation Datetime and End Datetime fields. Records with unpopulated values for these fields may save properly, but not render in the Business Calendar.

Company Calendar Events

To display Company Calendar events in the Business Calendar:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | calendar\_\_v | CRED | * base\_\_v * event\_\_v * holiday\_\_v | * name\_\_v * object\_type\_\_v * status\_\_v | Edit |
   | calendar\_event\_\_v | CRED | * base\_\_v * calendar\_event\_\_v | * calendar\_\_v * name\_\_v * start\_date\_\_v * end\_date\_\_v * description\_\_v * modified\_date\_\_v * important\_\_v | Edit |

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Brand Managers, End Users](#)

Configure one or more business calendar event types to display them on the calendar:

* [Account Plans](#EUAccountPlans)
* [Multichannel Cycle Plans](#EUMultichannel)
* [Campaigns](#EUCampaigns)
* Vault CRM Campaigns
* Campaign Manager Campaigns
* [Company Calendar Events](#EUCompany)

Account Plans

To display Account Plans on the Business Calendar:

1. Ensure [Configuring Account Plans](../../AccountPlanning/Config/ConfiguringAccountPlans.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Read access to the following fields on the **account\_plan\_\_v** object.
   * modified\_date\_\_v
   * progress\_\_v

Multichannel Cycle Plans

To display Multichannel Cycle Plans in the Business Calendar, ensure [Configuring Multichannel Cycle Plans](../../CyclePlans/MCCP/ConfigMCCP.htm) is complete.

Campaigns

Campaigns come from two sources: Vault CRM Campaigns and Campaign Manager (Suite) Campaigns. Both display on the Business Calendar and use the same product color logic, but they require different object types and fields.

To display Vault CRM Campaigns on the Business Calendar:

1. Ensure configuring [Vault CRM Campaigns](../../Accounts/UsingAccounts/Veeva_CRM_Campaigns.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | campaign\_\_v | R | * base\_\_v * core\_crm\_campaign\_\_v | * name\_\_v * campaign\_status\_\_v * detail\_group\_\_v * end\_date\_\_v * product\_\_v * modified\_date\_\_v * start\_date\_\_v | Read |
   | product\_\_v | R | N/A | brand\_color\_code\_\_v | Read |
6. Populate the **brand\_color\_code\_\_v** field with a hex color code for all appropriate product\_\_v records. This field is optional and defines the color of campaigns for the product in the Business Calendar.

   The # character must be included in the entered hex color code.

To display Campaign Manager Campaigns on the Business Calendar:

1. Ensure [Configuring Campaign Manager](../../CampaignManager/Config/ConfigCM.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | campaign\_\_v | R | suite\_campaign\_\_v | * name\_\_v * campaign\_status\_\_v * description\_\_v * end\_datetime\_\_v * modified\_date\_\_v * scheduled\_activation\_datetime\_\_v * vcountry\_\_v | Read |
   | product\_\_v | R | N/A | brand\_color\_code\_\_v | Read |
6. Populate the **brand\_color\_code\_\_v** field with a hex color code for all appropriate product\_\_v records. This field is optional and defines the color of campaigns for the product in the Business Calendar.

   The # character must be included in the entered hex color code.

Company Calendar Events

To display Company Calendar events in the Business Calendar:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | calendar\_\_v | R | * base\_\_v * event\_\_v * holiday\_\_v | * name\_\_v * object\_type\_\_v * status\_\_v | Read |
   | calendar\_event\_\_v | R | * base\_\_v * calendar\_event\_\_v | * calendar\_\_v * name\_\_v * start\_date\_\_v * end\_date\_\_v * description\_\_v * modified\_date\_\_v * important\_\_v | Read |

### Creating a Company Calendar as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

After configuring the Business Calendar, business administrators create a company calendar facilitating communication of company-defined holidays, industry-level events, and company-specific events.

#### Creating a Company Calendar

To create a company calendar used to share events with end users, create a calendar\_\_v record with the following fields populated:

* **Object Type** – The following object types are available:

  + **event\_\_v** – Stores industry and company-level events. Calendar events in event\_\_v type calendars display as light blue events on the Business Calendar.
  + **holiday\_\_v** – Stores company and national-level holidays. Calendar events in holiday\_\_v type calendars display as light green events on the Business Calendar.
* **country\_code\_\_v** – Defines the country the calendar applies to
* **status\_\_v** – The following values are available for selection:

  + **draft\_\_v** – Does not display the events associated with this calendar to attendees. This is the recommended value when initially creating calendars.
  + **active\_\_v** – Displays the events associated with this calendar to users
  + **inactive\_\_v** – Inactivates the record. Events do not display to users.

If the system does not find an active calendar\_\_v record, events of any type are not displayed in the Business Calendar.

#### Creating Company Calendar Events

To create calendar events for company calendars:

1. Navigate to **Business Admin > Objects > calendar\_\_v**.
2. Select the appropriate **calendar\_\_v** record.
3. Navigate to the **Calendar Events** related list.
4. Select **New**.
5. Create a new **calendar\_event\_\_v** record with the following fields populated:

   * **Name** – The name of the event that displays on the Business Calendar
   * **start\_date\_\_v** – The start date of the event

     If only a start date or end date is supplied, the record is not valid. Admins must enter both, or leave both fields blank.
   * **start\_time\_local\_\_v** – The local start time of the event
   * **end\_date\_\_v** – The end date of the event
   * **end\_time\_local\_\_v** – The local end time of the event
   * **time\_zone\_\_v** – The time zone of the event
   * **description\_\_v** – The event’s description that displays on the Business Calendar
   * **important\_\_v** – Selecting this checkbox causes the event’s placement on the Business Calendar to be highlighted with a dotted line signifying the event’s start

     Do not designate more than one event starting on the same day as important.
6. Select **Save**.

#### Considerations

Keep the following considerations in mind when creating calendar events.

* Populate all Start Date, Start Time, End Date, and End Time fields on the record

  Records with unpopulated values for these fields may save properly, but not render in the Business Calendar.
* Ensure that the Start Date and Time values are earlier than the End Date and Time values

### Viewing the Business Calendar as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Brand Managers, End Users](#)

Brand managers and end users can visualize and track sales cycles, campaigns, account plans, and company or industry events from a single interface by navigating to the Business Calendar tab. The Business Calendar displays schedules based on local time zones and highlights brand-specific or product-specific timelines to ensure accurate planning.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/BusinessCalendar/BusCalAll.png)

The system automatically enforces maximum record limits per category to optimize performance. The limits restrict Business Calendar displays to 500 of the last modified records for each event type.

The left panel displays sections for each type of calendar entry. Users can select a section name in the left panel to collapse or expand the section.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/BusinessCalendar/BusCalCollapsed.png)

Available sections are:

* **Company Calendar** – Displays all defined company calendar events, including industry-level events and company or national holidays. See [Creating a Company Calendar](#Creating_a_Company_Calendar_Sub) for more information.
* **Cycles** – Displays mc\_cycle\_\_v records based on their start\_date\_\_v and end\_date\_\_v fields. Cycles display as light red on the calendar.
* **Campaigns** – Displays Campaign Manager campaigns and Vault CRM campaigns based on their start\_date\_\_v and end\_date\_\_v fields. Campaigns for each product display as subsections.

  By default, campaigns display as orange on the calendar, though admins can populate the brand\_color\_code\_\_v field on product\_\_v records with a hex code to override this color for campaigns of a specific product. Campaign Manager campaigns and Vault CRM campaigns display identically, but selecting the More Details link navigates users to either Campaign Manager or the campaign record depending on the object type.
* **Account Plans** – Displays active account\_plan\_\_v records based on their start\_date\_\_v and end\_date\_\_v fields. Account plans display as light purple on the calendar.

#### Displaying Event Details

Hover over an event in the calendar to display a modal with details about the event.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/BusinessCalendar/BusCalDetailsPane.png)

Select the More Details link in the modal to display the record associated with the event, for example, the campaign\_\_v or account\_plan\_\_v record.

#### Changing the View of the Business Calendar

Select the View picklist in the top right corner of the calendar to change the calendar’s view. The current view displays as selected in the picklist.

The following options are available:

* **Quarters** – Groups events and long-term activities on the calendar based on fiscal quarter
* **Months** – Groups events and long-term activities on the calendar by month. This is the default selection.
* **Weeks** – Groups events and long-term activities on the calendar week by week
* **Days** – Groups events and long-term activities on the calendar on a daily basis

Select the Today button to view the current day.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/BusinessCalendar/BusCalDropdown.png)

#### Filtering Campaigns in the Business Calendar

When large numbers of Campaigns are available, users can filter the Business Calendar to only display relevant Campaign events:

1. Navigate to the **filter** icon in the left column header.
2. Select **Apply Filter**.
3. Enter the appropriate term to filter.
4. Select **Enter**.

Only sections and calendars matching the entered term display. If a section does not contain any matching calendars, the section does not display.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/BusinessCalendar/BusCalFiltered.png)

### Related Topics

[Vault CRM Campaigns](../../Accounts/UsingAccounts/Veeva_CRM_Campaigns.htm)

[Creating Campaigns in Campaign Manager](../../CampaignManager/Creating/CreatingCampaigns.htm)

[Account Plans Overview](../../AccountPlanning/ManageAcctPlans/Account_Plans.htm)

[Creating Multichannel Cycle Plans](../../CyclePlans/MCCP/Creating/CreateMCCP.htm)